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Alyssa Marie Helmrick

LPl Financial LLC

Green Bay, WI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-04-15
  • WI RA
    APPROVED
    Since 2026-04-15

Branch Locations

2555 Continental Court, Ste 4, Green Bay, WI 54311-0000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Menasha WI 06/2025 04/2026
Seymour Community School District Seymour WI 02/2018 01/2022
Boys And Girls Club Of America Menasha WI 05/2022 08/2022
Auto-Owners Insurance Appleton WI 05/2023 08/2024
Uw La Crosse La Crosse WI 08/2024 06/2025
Uw-La Crosse La Crosse WI 08/2022 05/2023
Seymour Community School District Seymour WI 02/2015 02/2018
Uw-La Crosse La Crosse WI 02/2022 05/2022
Thrivent Financial Appleton WI 07/2025 10/2025
Thrivent Financial Appleton WI 10/2025 04/2026
Lpl Financial Llc Green Bay WI 04/2026 Present
  • 06/2025 → 04/2026
    Menasha, WI
  • 02/2018 → 01/2022
    Seymour Community School District
    Seymour, WI
  • 05/2022 → 08/2022
    Boys And Girls Club Of America
    Menasha, WI
  • 05/2023 → 08/2024
    Auto-Owners Insurance
    Appleton, WI
  • 08/2024 → 06/2025
    Uw La Crosse
    La Crosse, WI
  • 08/2022 → 05/2023
    Uw-La Crosse
    La Crosse, WI
  • 02/2015 → 02/2018
    Seymour Community School District
    Seymour, WI
  • 02/2022 → 05/2022
    Uw-La Crosse
    La Crosse, WI
  • 07/2025 → 10/2025
    Thrivent Financial
    Appleton, WI
  • 10/2025 → 04/2026
    Thrivent Financial
    Appleton, WI
  • 04/2026 → Present
    Green Bay, WI
Previous Registrations
Other Businesses

1. 4/2026 - Laura Mossakowski, LLC - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 4/15/2026 2. 07/15/2026 - Laura Mossakowski, LLC - Notary - Not Investment Related - Start Date 07/14/2026 - 1 hour per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-28
  • S66 Uniform Combined State Law Examination
    2025-08-28

View on SEC IAPD

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